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Transcript of SharePoint & DMS
SharePoint PositioningStuart Evans
Oct’ 2009
Confidential: Internal Document
What is SharePoint?
:A Platform in 2 Products:: WSS (windows SharePoint services) free on Windows Servers (Invu
target customer)
: MOSS (MS Office SP) Mostly bought as part of ELPs (site license) – large enterprise. MOSS is document and records management and more built on top of WSS
: Also ESS (enterprise Search server) provides infrastructure for federated search
:SharePoint requires significant web and software development to be realized as a business solution: Month(s) of web dev (templates, info-architecture, assets)
: .NET development for workflow and integration
SharePoint is Collaboration
Aggregating
• Portal• Dashboard• Reports• Federated
Search
Sharing
• Intranet / Internet
• Wiki, Blogs, Calendars...
• Projects• Folders• Branding• Delegation
Integrating
• Windows Desktop
• Outlook• Office
A platform for developing integrated portals to your business
Wo
rkflow
SharePoint - A user interface layer on business systems
SharePoint Portal + Outlook email
AccountingBilling
CRMMarketing
Office &Tools
Document Management
Capture Search Retention
Portal User(intranet or extranet)
AppUser
Office Admin
Invu is doc management
Documents & Compliance• Audit• Retention Policy• Document links• Document Notes• PDF
Workflow• “In-Trays”• Workflow• Tasks• Reporting• Capture triggers
Paper & Scanning• Scanning and Image processing• OCR driven indexing• Classification• Data Extraction• Bar code support
Automation• Capture• Search• Desktop integration• Web integration
A suite of configurable products to take control of your business information
Invu works with SharePoint
SharePoint
Invu
Collaborate
Self Service
Create
Approve
Search / GetPublishTask
CaptureMake “Record”Archive
Scan
“Back office”Workflow & content rigour
Front office sharing and integrating
Business Information
Business Records & Compliance Documents
Business Content & Project data
Business communication& activityOutlook, local hard disk
USB Pens...home PC
SharePoint
InvuControl
Share
Create
Secure and Controlled
SharePointInvu
Private Network Internet / Extranet
Secure store for business recordsControlled – physical boundary• Efficient and easy to use (rich client)• Policy based• Strong control
Shared Workspaces accessible over the internet• Long reach, very accessible• Tolerant but slow• works best with less control
Back office Workflow
SharePoint
Client
Invu
Portal user submits a document or form (e.g. Expense claim)
Invu pulls doc and metadata into secure store
WF triggeredUsers taskedAutomation driven
FD ApprovalRequired
Metadata updatedStatement posted to SP portal
Capture Record
Invu SharePoint Kit*
•Dedicated OpenSearch Module for Federated Search•RESTful secure access to Invu documents•Works with Enterprise Search server and Windows 7Search
•SharePoint user access to workflow tasks•SharePoint activities in designer:•Publish/Update/Fetch/Delete SP documents
Workflow
•Publish document or link to SharePoint Libraries•Full Meta-Data support•Powerful user interfacePublish
*Some of this is on roadmap not in product today
Out takesAnd scratch
In trays and Automation
Group & User In-trays
Workflow
Compliance
Automation
Paper
Invu
Post room, Email &ERP Integration